+445.9%
ASX vs AMCR
+10.1%
+435.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.6% |
| 7D | +6.3% | -1.8% | +8.1% | +6.8% |
| 30D | +6.4% | -6.0% | +12.4% | +8.1% |
| 3M | +13.1% | +18.9% | -5.8% | +6.7% |
| 6M | +90.3% | +5.7% | +84.6% | +84.5% |
| YTD | +149.6% | +11.1% | +138.5% | +138.1% |
| 1Y | +249.2% | +12.7% | +236.5% | +230.4% |
| 3Y | +445.9% | +9.6% | +436.3% | +405.5% |
| All | +445.9% | +10.1% | +435.8% | +405.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling